+174.6%
SMTC vs DOV
+8.6%
+165.9%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +0.9% | +4.2% | +4.3% |
| 7D | +13.1% | -2.0% | +15.1% | +15.1% |
| 30D | +19.5% | -8.9% | +28.4% | +29.6% |
| 3M | +2.2% | -13.3% | +15.5% | +16.1% |
| 6M | +94.9% | -9.7% | +104.5% | +114.7% |
| YTD | +127.0% | -2.5% | +129.4% | +139.1% |
| 1Y | +174.6% | +7.2% | +167.3% | +177.8% |
| All | +174.6% | +8.6% | +165.9% | +177.8% |
Cumulative growth
Daily Returns
Daily percentage return beside DOV.
Daily Out/Under-Performance
Portfolio return minus DOV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOV return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded DOV wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling